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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,162 | $135,956-88.8% | $123,894-87.8% | $273,972-94.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.26% | 56.63%-48.4pp | 47.52%-39.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,429 | $5,170-53.0% | $4,617-47.4% | $4,869-50.1% |
| Participant deferral / active EE | $2,717 | $6,343-57.2% | $5,984-54.6% | $5,287-48.6% |
| Admin fee / account holder | $20 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |